Analysis / Customer success and renewals
Compare seat adoption across customer teams
Use Proforma to compare seat adoption across customer teams. Produce team seat adoption table and unused allocation review questions from your business data.
Customer success leader · Account manager
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Your starting prompt.
Compare seat adoption across teams within [customer accounts] over [period]. Calculate licensed, assigned and active seats under our supplied activity definition, then identify unused allocations and concentrated adoption. Show team-level trends and missing team mappings, with account summaries for review. Suggest questions about onboarding or allocation based on the evidence, without assuming that every inactive seat should be removed.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Some roles use the product infrequently by design, so activity thresholds should reflect their workflow.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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